Let clients book time with you without the back-and-forth. DocFila Schedule gives you event types, availability rules, Google and Outlook calendar sync, automated reminders, invitee document upload, and AI prep briefs — all inside the DocFila app. Public booking pages live at schedule.docfila.com.
DocFila Schedule handles the booking workflow consultants, freelancers, and small teams need — with document collection built in, not bolted on.
Create distinct meeting types — 15-minute intro calls, 45-minute reviews, or multi-hour workshops. Each event type gets its own duration, description, location (in-person or video), and public URL.
Set weekly hours, date-specific overrides, and buffer time between meetings. Invitees only see slots you have actually opened, reducing no-shows and scheduling conflicts.
Connect Google Calendar or Microsoft Outlook. Existing events block new bookings, and confirmed appointments can appear on your calendar automatically so you stay in sync across tools.
Send reminder emails before meetings — typically 24 hours and 1 hour ahead — so both you and your invitee show up prepared. Follow-up messages help close the loop after the call.
Collect files during booking: intake forms, signed agreements, ID copies, or project briefs. Uploaded documents land in DocFila where you can review, sign, or store them in your vault.
Before each meeting, DocFila generates a structured prep brief summarizing the booking details, invitee information, and uploaded documents — so you walk in with context instead of digging through email threads.
Five steps from empty calendar to shareable booking page.
Launch DocFila and open Schedule from the tools menu. Your host dashboard shows upcoming bookings, event types, and availability settings in one place.
Define each meeting type with a name, duration, and description. Add location details for in-person meetings or a video link for remote sessions.
Configure your standard weekly hours and any exceptions for holidays or travel. Set minimum notice and buffer times between back-to-back bookings.
Link Google Calendar or Outlook so busy times from other calendars block new bookings. Test with a sample booking to confirm sync works both ways.
Share your public URL at schedule.docfila.com/host-slug/event-slug. Add it to your ProTree, email signature, or website so clients can book without emailing you first.
DocFila Schedule sits inside a document platform. Collect signed contracts with e-signatures, review uploaded PDFs with the PDF editor, and store sensitive client files in your encrypted vault. Link your booking page from ProTree so one bio URL covers scheduling and everything else.
Consultants running intake calls, tutors scheduling sessions, and service providers collecting documents before appointments — Schedule keeps booking, reminders, and file collection in one workflow instead of three separate apps.
Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.